Skip to main content

Managing Customer Credit Packages

View and manage customer Credit Packages

Written by Jason Wiese

In a customer account, go to Credits to view and manage existing credits. This might include viewing Credit usage or seeing which Credits have expired. Each credit package is treated as a separate product, not pooled together. For example, if a customer purchases multiple credit packages, each package keeps its own balance and is tracked individually, like a digital punch card system.

Video Overview: Managing Customer Credits


Credit Usage

From Credits > Active, you can view all Credit Packages that have not expired. If no credits appear, confirm that the purchased item was created as a credit package, not a retail product. Retail products do not generate usable credits for booking.

Click on the ellipses menu to the right of the credit package you’d like to review and click View Usage History.

This shows how the Credits have been used for this package. It will display the class details and the status.


Expired Credits

The Expired tab will show all credits that:

  1. have been used to take classes,

  2. have been lost due to a penalty no-show or late cancellation,

  3. or went unused and expired.

Did this answer your question?